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BOOKEEPING FOR REAL ESTATE AGENTS

Unlock fiscal clarity with fully managed accounting

Whether you’re an agent, broker, or property manager, CoCountant ensures your financials are as solid as your investments with the support of our full-spectrum bookkeeping for real estate agents.
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Financial Management for Real Estate: Unlock fiscal clarity with fully managed accounting
Rhino Web Group
Hollywood.com
Datum
Backpack Group
LaunchPath
Coast 2 Coast HR
Emkao Foods
Buoyant
ALP
Daystorm
IHG
Arda
Venduni
Flowship
Willport
Engineered Group
Roots and herbs

Streamline transaction records

What we’ve observed

  • Real estate transactions often involve multiple revenue streams and complex commission structures.
  • Missed or erroneous entries can significantly affect financial reports and tax implications.

What we do

  • We manage and simplify your complex transactions. Think of us as your back-office engine that keeps the financial gears running smoothly.
Simplify real estate transactions: Expert management for accurate records and smooth financial operations

Optimize expense tracking

What we’ve observed

  • Operating costs, maintenance expenses, and advertising can pile up, making it hard to identify profit margins.
  • Often, professionals don’t allocate costs to specific properties, making ROI calculations unreliable.

What we do

  • CoCountant allocates and tracks your expenses meticulously so you can optimize costs for each property and project.
Optimize expense tracking: CoCountant meticulously allocates and tracks expenses for reliable property ROI calculations.

Seamless multi-entity accounting

What we’ve observed

  • Many real estate professionals manage multiple entities like LLCs, partnerships, and trusts, complicating their financial landscape.
  • Balancing the books across entities can get chaotic and time-consuming.

What we do

  • Our accounting solution integrates multi-entity bookkeeping, enabling a streamlined and accurate financial reporting system.
Seamless multi-entity accounting: CoCountant streamlines and integrates for accurate financial reporting.

Ensure regulatory compliance

What we’ve observed

  • Different property types and geographies often have unique tax regulations.
  • Mismanaging or overlooking these can result in hefty fines and legal issues.

What we do

  • CoCountant ensures you’re always in compliance with the latest tax laws and local regulations.
Ensure regulatory compliance: CoCountant keeps you in compliance with the latest tax laws and local regulations.

How CoCountant helps your business

We offer a range of specialized services that complement our bookkeeping services for real estate agents.
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Bookkeeping

We manage your books meticulously, ensuring financial accuracy with zero effort from you.

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Payroll

We handle payroll seamlessly, ensuring timely and accurate payments to your team.

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Expense Reporting

We simplify expense reporting and efficiently manage employee and business spending.

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Invoicing

We facilitate swift invoicing, helping you get paid faster and improving cash flow.

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Collections

We streamline collections, improving cash inflow and reducing recovery efforts.

Explore Collections Services

Bill Pay

We manage bill payments precisely and consistently, ensuring on-time payments and good vendor relations.

Explore Bill Pay Services

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CoCountant uses the best financial systems

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Why our clients count on us

Close time cut from 20 days to 10
Entertainment media company, 50–200 person team

Their controller is consistently and readily available for chats and meetings whenever we need their help. We definitely want to continue using them because of their availability and expertise.

Recovered $200K in overdue AR
PropTech SaaS company, 11–50 person team

Their controller took it upon himself to work on our outdated AR and brought in a couple hundred thousand AR dollars for us that seemed unrecoverable. Our reporting to board members and shareholders has also improved significantly.

12 hrs exec time saved / month
Fractional HR consultancy, founder-led

Extremely friendly to tight budgets. Their monthly calls to go over the books help immensely and save me money. With reconciled accounts and their timely updates, I have a clear picture of my revenue, expenses, and cash flow.

Custom chart of accounts built
Botanical gift box e-commerce brand, solo founder

They came in and helped me with exactly what I needed: setting up QuickBooks, detailed bookkeeping, building custom categories specific to my business so I know where I’m spending to improve cash flow, and monthly calls to review transactions.

Audit-ready & tax-smart
Specialty music instrument retailer, founder-led

They helped us with compliance and tax planning, streamlining our financial management system and accounting processes. They’re dedicated to our success and really understand our needs.

14 months cleaned & reconciled
Digital marketing and web agency, founder-led

Hiring CoCountant in 2024 was the best decision I’ve made in a long time. Each month they do a great job of managing our books and reporting.

Strong ROI, more strategic intel
Business consulting and innovation firm

The value-to-cost ratio is amazing. I save so much time using CoCountant’s bookkeeping services, and I get more strategic intelligence on our financial situation than I could create on my own. Wonderful service for busy entrepreneurs.

Systems streamlined, ops simplified
Health-tech startup, precision medicine platform

CoCountant team is very thorough with their review of my transactions, and their bookkeeping service helps keep my books updated to provide a clear financial picture.